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Dividend Informer Q1 2026 Update: United Parcel Service

by Dividend Informer | 2026-05-06

$UPS

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Dividend Informer Q1 2026 Update: Comcast

by Dividend Informer | 2026-05-06

$CMCSA

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Dividend Informer Q1 2026 Update: Tractor Supply

by Dividend Informer | 2026-05-06

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DCC - Interesting “Special Situation” following KKR potential buyout offer at 58 GBP ?

by Value and Opportunity | 2026-05-06

$INTERTEK

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META: A Win-Win Position

by Emerging Opportunities | 2026-05-06

$META

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Secunet Security Networks Q1 2026

by Under Followed Stocks | 2026-05-05

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Floor & Decor 1Q'26: Persistent Macro Challenges, but Pro Growth Encouraging

by MBI Deep Dives | 2026-05-05

$FND

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Sandisk/Micron Critical Q2 Updates

by The Pragmatic Optimist | 2026-05-05

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Mastercard – Fear Has Put the World's Greatest Toll Booth On Sale

by Rijnberk Investinsights | 2026-05-05

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An Aschenbrenner-Style AI Infrastructure Investment Strategy for 2028

by Damnang's Substack | 2026-05-05

$MSTR

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Preview|DDOG 1Q26: Stable Core, OpenAI Migration Pushed Out, Bits AI Contribution Still Early

by FUNDA | 2026-05-05

$DDOG

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Intel’s Real Moat That Nobody Talks About: STCO

by Damnang's Substack | 2026-05-04

$INTC

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Adobe Expert Insight Interview (No Paywall)

by Speedwell Memos | 2026-05-04

$ADBE

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Canal + : Q1 2026 numbers confirm 2016 targets

by French Hidden Champions | 2026-05-04

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Why the Nintendo crash could be a massive opportunity to own world class IP

by Heavy Moat Investments | 2026-05-04

$7974

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Preview|APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth Robust

by FUNDA | 2026-05-04

$META

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PayPal tries again (and again)

by scuttleblurb | 2026-05-04

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Roblox: Reality Check

by TSOH Investment Research | 2026-05-04

$RBLX

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Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV

by Sleep Well Investments | 2026-05-04

$GRAB

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Monograms surgical device is a future market leader in robotic orthopedic surgery that will ragdoll $PDEX common shares.

by Leftfield Investing | 2026-05-04

$PDEX

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Q1 2026 - O'Reilly Automotive

by The Compounding Tortoise | 2026-05-03

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Microsoft FY 3Q'26: Multi-Model Mirage, Copilot Momentum

by MBI Deep Dives | 2026-05-03

$MSFT

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How Wix might survive the AI onslaught

by The Dutch Investors | 2026-05-03

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Altria: An Oral History

by Invariant | 2026-05-03

$MO

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Canal+ : a moat and Africa with lots of leeway to reduce costs and improve profitability

by French Hidden Champions | 2026-05-03

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Kinsale Just Hit Its Lowest P/E Ever (2026 Q1 Update)

by Slow Compounding | 2026-05-03

$KNSL

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Amazon 1Q'26: Rosy Near-term but "Cloudy" Long-term

by MBI Deep Dives | 2026-05-02

$AMZN

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Elasticity, the value of data, and Constellation Software's PEMS strategy.

by Eagle Point Capital | 2026-05-02

$PNP.TO

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Alphabet 1Q'26: Stratospheric Heights in Performance and Expectations

by MBI Deep Dives | 2026-05-01

$GOOGL

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Nu Holdings: Banking For The Masses (Ticker: NU)

by Chit Chat Stocks | 2026-05-01

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Meta Platforms 1Q’26 Recap: Will Meta’s growth justify increased capex?

by Capital Compounding | 2026-05-01

$META

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A.G. Barr PLC-BAG.L

by InvestingWithWes | 2026-04-30

$BAG.L

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Quick update on Sandisk (SNDK): quarterly results just printed

by The Disruptive Investor | 2026-04-30

$SNDK

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Magnum Ice cream - dividend growth portfolio

by Emerging Value | 2026-04-30

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Meta 1Q'26: Nothing to Complain About

by MBI Deep Dives | 2026-04-30

$META

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Meta: 1Q26 Business Update

by Speedwell Memos | 2026-04-30

$META

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The One Sentence That Made Me Look at Qualcomm Again

by Damnang's Substack | 2026-04-30

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Nike: Fighting Back

by TSOH Investment Research | 2026-04-30

$NKE

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GPGI Inc.

by Kairos Research | 2026-04-30

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Goldwin Inc (TYO: 8111): A 50% Gross Margin Business for a 13x P/E

by KonichiValue | 2026-04-29

$8111

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Spotify 1Q'26: Recalibrating Expectations

by MBI Deep Dives | 2026-04-29

$SPOT

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Lam Research – Not the Flashiest Name in Semiconductors, But One of the Best

by Rijnberk Investinsights | 2026-04-29

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Teqnion 2026 Q1 Confirmed the Thesis 🔥

by Slow Compounding | 2026-04-29

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Lessons From the Greatest Traders: How They Think About Bubbles

by TQI Capital | 2026-04-29

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Bloom Energy +15% After Hours — $260 Post-Market. All-Time High Obliterated.

by The Disruptive Investor | 2026-04-28

$BE

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Google’s AI Infrastructure Layer Map

by Damnang's Substack | 2026-04-28

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Adobe Expert Insight Interview (No Paywall)

by Speedwell Memos | 2026-04-28

$ADBE

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Roblox: Aggregating the Attention of Next Generation

by MBI Deep Dives | 2026-04-28

$RBLX

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Roblox

by MBI Deep Dives | 2026-04-28

$RBLX

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OpenAI Is Not the AI Sector. The Real Test Is Tomorrow Night.

by The Disruptive Investor | 2026-04-28

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